11
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Anna James - Home
Claire Gautreaux
2922 Caroljack Drive, Baton Rouge LA 70816
This property, its customer, how to reach them, and the pipeline stage.MoreLess
- What It Does
- The green header shows the property name, tags, the customer (tap to open) and the address. Buttons: Call, Text, Email (the customer's), Directions to this property and Measure on map, each with a tooltip. Below them is the stage line and the Next step. Green dots are done, a hollow green ring is a skipped step and the blue dot is the current stage; on a phone the current stage is named under the dots.
- What It Changes
- Nothing changes until you tap something.
- How to Use
- Tap Directions to drive there.
- Tap the customer pill to open the customer.
- Tap the Next step.
LeadAug 12
ContactedOct 4
EstimateOct 13
SentOct 21
WonOct 14
ScheduledOct 30
DoneOct 19
PaidOct 1
ReviewSep 8
Sent · Step 4 of 9
This property's stage, revenue and margin.MoreLess
- What It Does
- Same stage line as the customer, plus revenue, price per 1,000 sq ft and margin. A property that earned less than it cost over 12 months with 3 or more visits shows a Losing Money card.
- What It Changes
- Price Change opens Estimates › Price Changes; nothing changes until you send one.
- How to Use
- Check the margin.
- If Losing Money shows, click Price Change or Review Account.
Revenue This Year$901.48$971.92 lifetime
Margin, 12 Months73%$706.64 profit
Cost per Visit$12.6321 visits in 12 months
Visits Done21last 12 months
Price per 1,000 sq ft$210.41company average $116.75
Drive per Visit17 minlast 12 months
Callbacks0re-dos logged
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en routeProperty TextsProperty Emails
Property
The property on the map with its parish lot line.MoreLess
- What It Does
- Shows the pin and the lot outline from the parish records.
- What It Changes
- Read only. Drag the pin on Edit if it's in the wrong spot.
- How to Use
- Check the pin.
- Check the lot line.
- Use Measure to draw the turf.
Loading the parish lot line…
Street View
A street picture of the house, so you know it when you get there.MoreLess
- What It Does
- Shows Street View facing the house, or the view the office saved.
- What It Changes
- Office only: press Move, turn or zoom the view, then Save View. Moving alone never saves. Reset View goes back to facing the house.
- How to Use
- Press Move.
- Turn it to the best angle.
- Press Save View.
Street View photo of the house
6,600Turf ft²
800Landscape ft²
0Pond ft²
0Surface ft²
2Difficulty
Baton Rouge 2Team
$96.93Monthly
$0.00One-Time Payment
Where this property stands
94th of 638 properties on a program, ranked by monthly price.
This property pays $115.72 a month. The average is $82.66, 1.4× that average.
Every program property, lowest monthly to highest
OthersThis propertyAverage $82.66
Stage History
| Date | Stage | What | Who |
|---|---|---|---|
| Oct 21, 2026 | Sent | Estimate #1 sent | |
| Oct 19, 2026 | Paid | Payment 66.47 | |
| Oct 19, 2026 | Done | Service done | |
| Oct 14, 2026 | Won | Estimate #18 won | |
| Oct 13, 2026 | Estimate | Estimate #1 | |
| Oct 4, 2026 | Contacted | Text in | |
| Oct 2, 2026 | Done | Service done | |
| Oct 2, 2026 | Done | Service done | |
| Oct 1, 2026 | Paid | Invoice #3769 partial | |
| Sep 10, 2026 | Done | Service done | |
| Sep 8, 2026 | Review | Review sent | |
| Sep 7, 2026 | Paid | Payment 50.44 | |
| Sep 7, 2026 | Done | Service done | |
| Sep 1, 2026 | Paid | Invoice #3437 paid | |
| Sep 1, 2026 | Done | Service done | |
| Aug 20, 2026 | Paid | Payment 99.88 | |
| Aug 17, 2026 | Done | Service done | |
| Aug 1, 2026 | Paid | Invoice #3047 paid | |
| Jul 28, 2026 | Done | Service done | |
| Jul 12, 2026 | Paid | Payment 159.32 | |
| Jul 2, 2026 | Done | Service done | |
| Jul 1, 2026 | Sent | Estimate #18 sent | |
| Jul 1, 2026 | Paid | Invoice #2647 paid | |
| Jun 30, 2026 | Estimate | Estimate #18 | |
| Jun 29, 2026 | Done | Service done | |
| Jun 15, 2026 | Paid | Payment 45.44 | |
| Jun 15, 2026 | Done | Service done | |
| Jun 1, 2026 | Paid | Invoice #2182 paid | |
| Jun 1, 2026 | Done | Service done | |
| May 12, 2026 | Paid | Payment 165.32 | |
| May 4, 2026 | Done | Service done | |
| May 1, 2026 | Paid | Invoice #1810 paid | |
| Apr 27, 2026 | Done | Service done | |
| Apr 21, 2026 | Done | Service done | |
| Apr 20, 2026 | Done | Service done | |
| Apr 19, 2026 | Paid | Payment 124.88 | |
| Apr 1, 2026 | Paid | Invoice #1400 paid | |
| Mar 30, 2026 | Done | Service done | |
| Mar 10, 2026 | Paid | Payment 95.88 | |
| Mar 9, 2026 | Done | Service done | |
| Mar 1, 2026 | Paid | Invoice #1042 paid | |
| Feb 19, 2026 | Done | Service done | |
| Feb 9, 2026 | Done | Service done | |
| Nov 6, 2025 | Paid | Payment 70.44 | |
| Nov 1, 2025 | Paid | Invoice #73 paid | |
| Oct 29, 2025 | Done | Service done | |
| Aug 12, 2024 | Lead | Lead: Website |
Assign
Put this property on a program or add a one-time Service.MoreLess
- What It Does
- Adds the program or Service to this property.
- What It Changes
- The Services land on Base on their dates and are billed by their billing type.
- How to Use
- Pick a program or a one-time Service.
- Check the start date.
- Click Assign.
Bed & Gravel Weed ControlMonthlyRenewable6,600 ft²Difficulty 2
Essential Lawn - 5 VisitMonthlyRenewable6,600 ft²Difficulty 2
Fire Ant & Flea - 2 VisitMonthlyRenewable6,600 ft²Difficulty 2
Mosquito Shield - MonthlyMonthlyRenewable800 ft²Difficulty 2